由 zq4034698 Morgan Stanley has a unique view on Tesla. It thinks manufacturing is Tesla’s moat. In the physical AI race, manufacturing matters a lot.
The analyst team of Morgan Stanley sums up Tesla’s core competencies. They include six elements: data, robotics, energy, artificial intelligence, manufacturing, and space. Among these, manufacturing is the most crucial. Especially in the field of embodied intelligence, hardware production and large – scale manufacturing are core barriers.
The US manufacturing industry has been in decline. So, Tesla’s manufacturing advantage stands out more. This advantage helps Tesla achieve its AI robot vision. It’s a competitive edge that rivals can hardly copy.
In China, the new energy vehicle market is highly competitive. Tesla is facing tough competition from local brands. However, Tesla has its own strengths. It has a strong brand influence and advanced technology.
In the US market, Tesla also plays an important role. It leads the new energy vehicle market. Its high – end models are very popular.